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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,529 | $222,882-43.2% | $182,153-30.5% | $198,609-36.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | -6.45% | 38.53%-45.0pp | 35.04%-41.5pp | 202.70%-209.1pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,776-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $9,477-100.0% | $19,030-100.0% |